2023 Form 5500 filing — Kendal-Crosslands Communities 403(B) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011150636NAL0022147457001) for Kendal-Crosslands Communities 403(B) Plan, reported by Kendal-Crosslands Communities under EIN 23-1906212 and plan number 002. It reports 815 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011150636NAL0022147457001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kendal-Crosslands Communities
- EIN
- 23-1906212
- Plan number
- 002
- Location
- Kennett Square, PA
- Participants
- 815
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,820,183
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,820,183
- Employer contributions
- $1,642,724
- Participant contributions
- $1,581,382
- Total income / additions
- $7,627,876
- Benefits paid
- $2,993,743
- Administrative expenses
- $133,754
- Total expenses
- $3,127,497
- Net increase / (decrease)
- $4,500,379
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Sec. Corp LLC | RECORDKEEPER | $89,202 | $0 |
| Wilshire Associates Inc. | FIDUCIARY ADVISOR | $12,054 | $0 |